Deals & People February 19, 2010

BofA Snags Tighe from MSSB

Bank of America Merrill Lynch’s wealth management unit poached Morgan Stanley Smith Barney executive Jimmy Tighe to serve as a senior office responsible for business and resource integration, according to news reports.
Reported by

Tighe will report to Lyle LaMothe, head of Merrill’s U.S. retail brokerage business. “Jimmy brings additional senior leadership and deep industry knowledge to our team and will help to us to drive ongoing growth initiatives,” LaMothe said in a statement, according to Reuters.

Tighe was named head of the New York City region for Morgan Stanley Smith Barney after Morgan Stanley acquired Smith Barney last spring.


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Deals & People February 18, 2010

William Blair Investment Management Names Global Head of Distribution

William Blair & Company announced that Daniel P. Charles will join the firm as global head of distribution for William Blair Investment Management, effective March 10.
Reported by

In this newly created position, he will report to Michelle R. Seitz, head of Investment Management and a member of the firm’s executive committee.

According to the announcement, Charles is an investment industry veteran with 21 years of experience, who joins the firm from Janus Capital Group Inc., where he has served as a member of its executive committee. As executive vice president and head of institutional and international, he has been responsible for Janus’s global institutional business, including sales, client service, and consultant relations.

Prior to Janus, Charles was national head of sales for Bank of America Institutional Investment Solutions, and before that he spent 13 years with ING and Aetna Financial Services overseeing their sales and client service operations in San Francisco, Chicago, and New York.

More about William Blair Investment Management is available on their Web site at www.williamblairfunds.com.

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